Corporate Position: Trainee Assistant

Duties and Responsibilities:

The Duties and Responsibilities of Operations Analyst include the following:

• Co-ordinate with Broker to ensure that the settlement is done in a stipulated time-frame.
• Prepare Memo pertaining to PMS operation and ensure that Memo is not left unattended.
• Achieve proficiency in the operation of PMS software to facilitate in the effective portfolio management of clients.
• Co-ordinate with concerned banks for pledging/unpledging shares so as to facilitate in the effective portfolio management.
• Sort out operation related issues of PMS clients via interaction with brokers and clients alike.
• Perform inter-departmental co-ordination with Investment Team and Business Development Team to sort out operation related hassle.
• Perform tasks assigned by the Operation In-charge and report the tasks thus assigned on a daily basis.
• Prepare periodic PMS based reports as mandated by the regulatory authority.
• Perform necessary proceedings as per the request by clients such as processing the withdrawal request by clients.
• Perform bank and broker reconciliation on a regular basis.
• Report the issues identified in course of operation and take active steps to sort out the issue.
• Keep her/himself updated with trends in the industry and frequently provide constructive suggestions to immediate supervisor to improve Company’s image;
• Document and report to immediate supervisor to bridge the gap between actual proceedings and pre-established policies of the Company related to the Department.
• Adhere to Company’s Standard Operating Procedures (SOP);
• Identify, implement and benchmark best practices in the assigned job;
• Maintain professional reputation of Garima Capital Limited at all times.
• Undertake any other duties & responsibilities assigned by Immediate Supervisor/Senior Official/ Management from time to time.
• Support Business Generation.

Qualification and Experience:

• Bachelors or equivalent.
• Age not exceeding 25 years old.
• Any relevant work experience is preferred.

Required Skills:

• Communication and interpersonal skills.
• Dealing capacity with different nature of Client(s).
• Ability to work under stressful situation.
• Leadership and team work.
• Sound knowledge of Investment Management Department – PMS Unit (especially Operations and record keeping related) function.
• Punctual and Motivated.
• Strong analytical, Problem-Solving and Decision-Making Skills.
• Excellent Capital market research and report writing skills.
• Accountability, Integrity and Professionalism.

Salary and Benefits:
As per Company’s Policy.

Selected Candidates are required to attend written exam and interview. The company retains the right to reject one or all applications without assigning any reason whatsoever.

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